DFAC DIMENSIONAL ETF TRUST

Ownership history in Solutions 4 Wealth, Ltd  ·  6 quarters on record

This page tracks every 13F SEC filing in which Solutions 4 Wealth, Ltd reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.65% (2025 Q4)
Avg. % of fund
1.51%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,550 +3,669 +15.4% 1.65% $1.1M $39.59
2025 Q3 REDUCED 23,881 -27 -0.1% 1.43% $921K $38.48
2025 Q2 REDUCED 23,908 -33 -0.1% 1.43% $857K $35.66
2025 Q1 UNCHANGED 23,941 0% 1.39% $790K $32.72
2024 Q4 REDUCED 23,941 -486 -2.0% 1.50% $828K $34.23
2024 Q3 INITIATED 24,427 1.64% $838K $33.84
% of Fund (quarterly)    DFAC price (monthly, adj. close)
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